Focus Partners Wealth
VUG icon

Focus Partners Wealth’s Vanguard Growth ETF VUG Stock Holding History

Focus Partners Wealth’s Portfolio VUG Stock Details VUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$309M Buy
4,348,098
+110,514
+3% +$8.6M 0.34% 66
2025
Q4 		$341M Buy
4,237,584
+814,944
+24% +$66.1M 0.39% 54
2025
Q3 		$274M Buy
3,422,640
+98,412
+3% +$7.52M 0.44% 47
2025
Q2 		$243M Buy
3,324,228
+84,624
+3% +$5.57M 0.53% 39
2025
Q1 		$200M Buy
3,239,604
+21,330
+0.7% +$1.44M 0.5% 42
2024
Q4 		$220M Buy
3,218,274
+18,864
+0.6% +$1.27M 0.57% 34
2024
Q3 		$205M Buy
3,199,410
+2,185,386
+216% +$135M 0.65% 26
2024
Q2 		$63.2M Buy
1,014,024
+465,462
+85% +$27.1M 0.21% 109
2024
Q1 		$31.5M Sell
548,562
-26,766
-5% -$1.47M 0.26% 102
2023
Q4 		$29.8M Buy
+575,328
New +$27.8M 0.39% 65

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Focus Partners Wealth's VUG Position: Q1 2026 in Review

Focus Partners Wealth increased its Vanguard Growth ETF (VUG) stake by 2.6% in Q1 2026, buying an estimated $8.6M and bringing the position to 4,348,098 shares worth $309M. The position accounts for 0.34% of the portfolio, ranked #66.

Focus Partners Wealth first reported a position in VUG in Q4 2023 and has held it in 10 quarters since. The position peaked at $341M in Q4 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • Focus Partners Wealth held 4,348,098 shares of Vanguard Growth ETF worth $309M as of Q1 2026.
  • Focus Partners Wealth bought 110,514 Vanguard Growth ETF shares in Q1 2026, an estimated $8.6M.
  • Vanguard Growth ETF made up 0.34% of Focus Partners Wealth's portfolio in Q1 2026, its #66 holding.
  • Focus Partners Wealth first reported a position in Vanguard Growth ETF in Q4 2023 and has held it in 10 quarters since.
  • Focus Partners Wealth's Vanguard Growth ETF position peaked at $341M in Q4 2025.
  • 2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.